R. Christopher WhalenOct 26, 20224 minUpdate: Mr. Cooper (COOP)Despite the outlook for the industry, COOP continues to be one of the better performing names in our mortgage surveillance group.
R. Christopher WhalenOct 17, 20227 minWill the FOMC Break the Financials?Will the market risk created by quantitative tightening (QT) tip over a large bank or nonbank financial firm?
R. Christopher WhalenJan 6, 20225 minInterest Rates, Stocks & MSRsWe think the chart below from FRED is worth any amount of words on the impact of QE on equity market valuations.